T-Account viewer

The T-Account viewer may be launched (for specific transactions or periods) from the T-Ledger analyser 1 or T-Ledger analyser 2 options on the Reports ribbon (right-click or double-click on specific accounts or groups).

In addition to this, the T-Account viewer may also be launched separately on the Reports ribbon or from the following options:

b)From date and To date - Enter or select the dates on the date picker. For example, if the Sales account is selected, it will display as follows:

Each time you access the T-Account viewer from the T-Ledger analyser, it will create a shortcut button (numerical). You may then click on any of the 1, 2, 3, 4, 5 buttons, etc. to view your previous T-Account viewer selections.

These shortcuts will only be cleared if you:

⬥Close and re-open the Set of Books

⬥Close active forms (Setup → Tools)

3.The From Date and To Date fields will automatically be filled in with the date selected on the T-Ledger analyser Report options. It will only include transactions for these dates. You may enter or select any other dates, if necessary.

If you have selected the Column balances report types, and you click on the period columns, the dates for the selected period column will automatically be selected.

4.You may also use the following options to get specific views of transactions:

a)Batch number (e.g. 10014 automatically generated). This will list only the transactions for a specific batch (journal).